Position in MRK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,541,858
+$153,861 QoQ
Shares Held
19,781
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.98%
of 13F equity value
Holder Rank
#1,445
of 3,769 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Barry Investment Advisors, LLC holds $7,415,474 across 8 Drug Manufacturers - General names. MRK ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
114,880 | $2,766,310 | |
| 2 | MRK |
Merck & Co., Inc.
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|
19,781 | $2,541,858 | |
| 3 | AMGN |
Amgen Inc
|
1,360 | $492,483 | |
| 4 | GSK |
GSK plc
|
8,022 | $420,513 | |
| 5 | AZN |
Astrazeneca PLC
|
1,980 | $375,447 | |
| 6 | NVS |
Novartis AG
|
1,962 | $307,484 | |
| 7 | ABBV |
AbbVie Inc.
|
1,036 | $260,699 | |
| 8 | LLY |
ELI LILLY & Co
|
209 | $250,680 |
All Filings in MRK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,541,858 | 19,781 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $2,387,997 | 19,852 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,089,832 | 19,854 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,651,154 | 19,673 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,485,991 | 18,772 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $1,124,064 | 12,523 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,228,379 | 12,348 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $1,463,674 | 12,889 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $1,567,555 | 12,662 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,674,841 | 12,693 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $1,407,557 | 12,911 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,316,421 | 12,787 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,489,338 | 12,907 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,437,116 | 13,508 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $1,547,419 | 13,947 | Shares | Other | 2023-01-26 | |
| 2022-09-30 | $1,226,434 | 14,241 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $1,294,431 | 14,198 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,210,237 | 14,750 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $1,101,546 | 14,373 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,057,924 | 14,085 | Shares | Other | 2021-10-29 | |
| 2021-06-30 | $1,053,316 | 13,544 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $902,493 | 11,707 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $841,149 | 10,283 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $660,531 | 7,963 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $529,092 | 6,842 | Shares | Other | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||